Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

August 4, 2021

4:30p - 5:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Keep It Safe

This week our topic will be on Keep It Safe covering topics on Identity Theft, Managing Risks Through Insurance, Unexpected Death or Disability, Preparing for Disasters and Preventing Elder Abuse.

July 20, 2021

4:30p - 5:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Learn about Investing in an Uncertain Market

We are excited to be able to invite you to a presentation by Capital Group, home of American Funds on Investing in an Uncertain Market.

June 22, 2021

4:30p - 5:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

The Psychology of Investing

Learn about The Psychology of Investing and how to keep calm amid market turbulence by a leading industry delegate.

May 26, 2021

4:30p - 5:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

How Women are Wired to Invest - Russell Investments

We look forward to seeing you at the presentation – this should not be missed! Please Note: This link is being provided strictly as a courtesy. When you link to the website provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at the linked website.

March 23, 2021

5:00p - 6:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

John Hancock presentation "My Brain Made Me Do It"

Some topics will include how the brain reacts to emotional situations, such as making investment decisions, some of the more common investing mistakes many people make and actions you can take to avoid them. If you have been afraid to make decisions, rely too much on the hot tips of others, or simply procrastinate, you will want to make sure to attend this presentation.

March 12, 2021

1:00p - 2:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Friday Financial Fitness - Money Matters

This week our topic will be on Money Matters covering setting financial goals, tracking spending habits, identifying tools to help you manage money and more.

March 5, 2021

1:00p - 2:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Friday Financial Fitness - Investing 101

This week our topic will be on Investing 101 covering investing vs. saving, risk considerations, terms, definitions and more.

February 23, 2021

4:30p - 5:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Learn about Private Real Estate and Real Estate Income Trust (REITs) from a leading industry delegate.

We are excited to be able to invite you to a presentation by Blackstone on (BREIT) Blackstone Real Estate Income Trust and Why Private Real Estate is important.

February 19, 2021

1:00p - 2:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Friday Financial Fitness - Home Ownership

This week our topic will be on Home Ownership covering first time buying, readiness, affordability, pre-approval documents, mortgage types, and the offer and closing process.

February 12, 2021

1:00p - 2:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Friday Financial Fitness - Financial Planning Basics

This week our topic will be on Financial Planning Basics covering the planning process, basics of budgeting, insurance, credit, investing, tax planning and saving for retirement.

February 5, 2021

1:00p - 2:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Friday Financial Fitness - Understanding Individual Retirement Accounts

This week our topic will be on Understanding Individual Retirement Accounts covering what an IRA is, types of IRA's, comparison of Traditional vs. Roth IRA's and contribution limits.

January 29, 2021

1:00p - 2:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Friday Financial Fitness - Understanding Credit Reports and Scores

This week our topic will be on Understanding Credit Reports and Scores covering what a credit report is, why they matter, how to dispute errors and more.

January 28, 2021

1:00p - 1:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

January 26, 2021

4:30p - 5:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

American Funds 2021 Market Outlook from a Global Leader

Kris DeBonville, Regional Vice President for American Funds, will be presenting their 2021 Market Outlook focusing on a long-term perspective on markets and economies. Some topics will include a review of 2020, an outlook on the markets for 2021 and the impact that COVID-19 and the election had in 2020 and the outlook going forward.

January 26, 2021

12:00p - 12:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

January 22, 2021

1:00p - 2:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Friday Financial Fitness - Pay Yourself First

We are excited to present a series of webinars on Fridays at 1 PM ET, specifically designed to educate individuals about the importance of financial basics, planning, and overall wellness. These trainings touch upon essential elements to help people better manage their monies and invest in their future.

January 20, 2021

2:00p - 2:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

January 18, 2021

1:00p - 1:30p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

January 15, 2021

1:00p - 2:00p

https://us02web.zoom.us/j/7817335996?pwd=NytKekpVWVBMUXhvd05wQUdwbjlRUT09

Friday Financial Fitness - Money Matters

We are excited to present a series of webinars on Fridays at 1 PM ET, specifically designed to educate individuals about the importance of financial basics, planning, and overall wellness. These trainings touch upon essential elements to help people better manage their monies and invest in their future. Did you know that financial stress lowers performance levels, and costs employers half a trillion dollars annually? It is important that people are set up for success in all aspects of their daily lives, including their personal finances – that’s why we’re here to help!

Event Registration


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